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EIGHT 31 FINANCIAL, LLC

MIDLAND, TX · CRD 327632 · IAPD ↗ · 423-282-0251

$532.4MRegulatory AUM
4Advisory reps
5Employees
5Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — EIGHT 31 FINANCIAL, LLC crossed $500M in regulatory AUM ($494.3M -> $532.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2025 — EIGHT 31 FINANCIAL, LLC reported RAUM up 41% ($350.5M -> $494.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — EIGHT 31 FINANCIAL, LLC now reports custody of client assets ($53.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — EIGHT 31 FINANCIAL, LLC now reports 4 private fund(s) ($53.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
September 2024 — EIGHT 31 FINANCIAL, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — EIGHT 31 FINANCIAL, LLC reported RAUM up 97% ($177.8M -> $350.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.